Paralegal in Oakland, CA| LawFirmStaff

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Title : Paralegal

Location : California - Oakland
Refer to Job # ATII849976


Paralegal The candidate will be assisting attorneys with the preparation of fiduciary, gift and estate tax returns, and fiduciary accountings. Assisting attorneys with the analysis and administration of trust and estate accounts, including disbursements, bill paying and bank account reconciliations, management of assets, collections, distributions and asset valuations. Preparing of probate documents including accounting reports, asset inventories, petitions and court orders. Initiating and responding to correspondence and phone calls from clients, government agencies and other parties regarding trusts and estates. Bachelor's degree is preferred. Bachelor's degree in accounting or finance with 5+ years of experience in trust and estate administration; or postgraduate degree in accounting, and/or CPA certification, with 1+ years of experience in trust and estate administration is required.
 
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